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One of the most important steps after creating a trust as part of your estate plan is making sure all of your assets are properly coordinated with that trust—including your bank accounts!  Unfortunately, this is one of...

Congress loves to spice things up by giving us new laws--bonus points if it includes new reporting requirements! The new Corporate Transparency Act (“CTA”) took effect on 1/1/2024, is going to make the coming year...

“Ohio Medicaid collects millions from families after death.” The Dayton Daily News recently ran several articles about their investigation of Ohio’s Medicaid Estate Recovery (MER) system featuring headlines such as...

According to the Ohio Department of Commerce, Ohioans have claimed more than $14 million in unclaimed funds already during the 2023 calendar year. Have you checked to see if you could be part of that statistic? What...

Do you have a young adult child in your life? If so, read on--we've got some important information for you to consider. Did you know that your legal authority to act or obtain information on behalf of your children...

Do you hold any accounts as legal custodian for a minor, or alternatively, do you own a 529 account with a minor designated as the beneficiary? These are common strategies available for people who desire to provide for...

Ever since January 2020, we’ve been working with our clients to update their estate plans to comply with the SECURE Act, which significantly impacted how retirement accounts are inherited after the account owner dies....

The season for gratitude, counting your blessings, and spreading holiday cheer officially kicks off with Thanksgiving Day. Across the country, families are coming together to celebrate--many of whom may not have all...